Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,615 | $254,759-75.8% | $216,567-71.5% | $198,609-69.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.81% | 10.04%+2.8pp | 12.94%-0.1pp | 202.70%-189.9pp |
| Employer contribution / active EE | $3,991 | $6,096-34.5% | $5,216-23.5% | $5,055-21.1% |
| Participant deferral / active EE | $6,385 | $6,948-8.1% | $6,191+3.1% | $6,977-8.5% |
| Admin fee / account holder | $225 | $26,311-99.1% | $21,981-99.0% | $19,030-98.8% |